Organization Unit Defaults Setup Overview

Each organization is required to have at least one organization unit. However, Personify360 provides the ability to establish multiple organization units, which allows a single organization unit to own its own products and orders and not make them visible to other organization units in the organization. It enables the organization unit to segregate:

·            Product management

·            Customer orders

·            Financial transactions

·            Staff

Membership information (member group and levels, chapter membership) is visible to all organization units within an organization.

You can define the following defaults for an organization unit:

·            System Information

o           General System Parameters

o           EFT Bank Information

o           Broadcast Setup [not implemented]

o           Create Business Objects Environment

o           Copy TRS Setup

o           Copy Notification Setup

o           Upload Logo

·            Rate Structure Defaults

·            Subsystem Parameters

o           Fundraising Parameters

o           Inventory Parameters

o           Meeting Parameters

o           Order Status Defaults

·            Commissions and Sales Territories

o           Commissions

o           Sales Territories [not implemented]

·            Advertising Control

o           Advertising Product Types

o           Advertising Parameters

·            Address Information

o           Mailing Address

o           Payment Address

·            Shipping Information

o           Shipping Details

o           Shipping GL Accounts

o           Domestic Country Setup

·            Default GL Accounts

o           Define New GL Accounts

o           System Accounts

o           AR & Prepayment Accounts

o           Receipt Types & Cash Accounts

o           Revenue Account Pairs

o           Product Accounts

·            Security Setup

o            Import Security Setup

·            Abstract Review Process

o           Import Abstract Review Process

If after creating your unique organization unit, you plan on deleting the Startup Org/Org Unit, make sure you have at least copied the TRS setup codes, notification setups, and security groups/personas before deleting the Startup Org/Org Unit.

For more information on doing completing the aforementioned steps, please refer to Defining Organization Unit System Information and the Importing Personas and Permissions, respectively.